Can someone inform the community why VST Industries’ management does not conduct conference calls? Are they unwilling to engage directly with investors and address their queries? Is there a specific reason behind this approach? Even companies with significantly lower market capitalization — including several SMEs — regularly hold such interactions. Would appreciate any insights or thoughts on this.
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- The downward trend in the last two quarters seems to be mainly due to the transfer of their manufacturing facility from Azamabad to the Toopran unit.
- The transfer was completed only in the last quarter.
- In the 2024-25 financial year, they have listed the Azamabad property for sale.
- As of now, the property has not been sold.
- No commentary or update regarding the sale was mentioned in the latest quarterly results.
- Does anyone have any further information or insights on this?
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Mean reversion happening in tobacco prices as expected within this year things should normalize. This may impact top line growth as unmanufactured leaf exports slows but i think along with paper and tobacco input prices softening there can be margin expansion as compared to contraction witnessed. However this depends on performance and spends on new geography and new products VST introduced along with the execution in terms of utilization rate of new manufacturing capacity.
Disc: Biased and Invested recently added some more to my existing position.
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kk_Stat.pdf (54.0 KB)